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Guidance

This section contains information on a range of topics to help Business Member Organisations (BMOs) and other organisations that engage in business advocacy do so more effectively. Most of these documents are available as PDF downloads but a few are also available as Word document downloads so that organisations can modify them for their own use.
The topics covered are; understanding advocacy, advocacy aspects, using consultants, assessing regulations, communication and institution competence and sustainability.

Exercising effective financial control is essential to the effective management of any project, but it does not have to be complicated. Here is a simple approach.

Keeping the Records

Overleaf, there is a simple form that you can use to maintain your records. Ideally, the form should be printed on to an envelope but you could stick the form to the outside of an envelope or insert it in the envelope with the other documentation. You will need a new envelope and a new form for every month of the project.

This fact sheet offers guidelines for envelope banking that can be used to manage finances at recently formed organisations.

Networking widely, forming alliances and building coalitions can be effective way of improving a BMO’s chances of success in influencing public policy. A coalition is a temporary alliance or partnership of groups coming together in order to achieve a common purpose or to engage in joint activity. Coalition building is the process by which parties (individuals, organisations or nations) come together to form a coalition.

Forming coalitions with other groups of similar values, interests, and goals allows members to combine their resources and potentially become more influential than if they each acted alone. The coalition represents the combined support of multiple organisations – each of which may have dozens or hundreds of members.

This is a fact sheet is on building BMO coalitions to work towards meeting a joint objective.

In any business negotiation is imperative.To successfully negotiate one must go through five steps; preparation, discussion, proposition, bargaining, and agreement. Following guidelines will also lead to successful negotiation.

The key to building professional longterm relationships is mastered through networking. It is important to know the significance of networking, how to network and how to maintain enduring relationship.

This fact sheet provides guidelines on how to network and how to maintain enduring relationship.

Gantt charts provide a mechanism to help you plan and manage projects. Using a simple graphical approach, you can set out all your activities together with start times and durations. This fact sheet explains how to prepare and use gantt charts. An associated excel file provides a template to get you started.

It is always difficult to point out issues that occur especially for BMOs who run large organizations, this brief helps draw attention to the smaller problems that arise and set priorities on the most important ones.

Media coverage is the best way for an organization to communicate with their stakeholders about the objectives of their organization and their policy proposals. This brief gives you tips on how to act during an interview in a professional way that attracts your stakeholders.

This guide provides tips on how to prepare for interviews so as to make the most of the opportunity.

Providing organizations with services and benefits are important so they continue paying their subscriptions. However, not all members will be attracted to their benefits, this brief assists organization with how to interact with their stakeholders effectively and persuade them to start or continue their subscriptions.

This is a brief guide for associations on recruiting and retaining members.